One customer. One connected job record.
Follow the job from first call to final file.
See how a contractor captures the lead, books the visit, prepares the work, collects payment, and gives the customer a complete record.
The value
The office, field team, and customer work from the same history. Each handoff carries the details forward.
The contractor client journey
Seven steps. One operating thread.
Start with the public experience, move into contractor operations, then see what the customer receives.
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01
Customer
Lead
An inquiry arrives with the contact details and job need.
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02
Customer
Book
The customer chooses a visit time and shares the site address.
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03
Office
Schedule
The visit lands on the team calendar with an owner and next action.
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04
Office
Estimate
Scope, quantities, photos, and pricing form the estimate.
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05
Shared
Propose
The customer receives a clear proposal and approves the work.
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06
Customer
Pay
The invoice and payment status stay with the customer record.
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07
Shared
Document completion
Closeout files, final notes, and receipts complete the job history.
See both sides of the same job
Start where you work.
Use the contractor workspace to manage the job. Then open the customer portal to see proposals, invoices, messages, and completion records from their side.
Try the public handoffs